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Global Financial Private Client’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Global Financial Private Client’s Portfolio JPIN Stock Details JPIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-103
Closed -$5.88K – 541
2019
Q4 		$5.88K Buy
+103
New +$5.69K ﹤0.01% 407

Other funds holding JPIN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Global Financial Private Client's JPIN Position: Q1 2020 in Review

Global Financial Private Client sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2020, closing a stake of 103 shares — an estimated $5.88K sold.

Global Financial Private Client first reported a position in JPIN in Q4 2019 and held it in 1 quarter. The position peaked at $5.88K in Q4 2019. 124 funds tracked by Wall St. Rank hold JPIN as of Q1 2020.

  • Global Financial Private Client reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Global Financial Private Client sold 103 JPMorgan Diversified Return International Equity ETF shares in Q1 2020, an estimated $5.88K.
  • Global Financial Private Client first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2019 and held it in 1 quarter.
  • Global Financial Private Client's JPMorgan Diversified Return International Equity ETF position peaked at $5.88K in Q4 2019.
  • 124 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2020.

Based on Global Financial Private Client's 13F filing for Q1 2020, filed 15 May 2024.